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2500 S. Power Road Suite 111, Mesa, AZ 85209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2019-05-28 |
Branch Locations
2500 S. Power Road Suite 111, Mesa, AZ 85209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Immaculate Wealth Management, Llc/Precision Investments Inc | Mesa | AZ | 05/2018 | 05/2019 |
| Benedictine University At Mesa | Mesa | AZ | 08/2016 | 05/2018 |
| Gradient Securities, Llc | Arden Hills | MN | 10/2018 | Present |
| Immaculate Wealth Management, Llc | Mesa | AZ | 05/2019 | Present |
| Precision Investments Inc | Mesa | AZ | 07/2018 | 02/2021 |
| Independent Insurance Agent | Mesa | AZ | 02/2021 | Present |
1.Independent Insurance Agent INVESTMENT RELATED; 2500 S. POWER ROAD, SUITE 111, MESA, AZ 85209; INSURANCE; INSURANCE AGENT/IAR; START 05/2019; 120 HOURS PER MONTH; 120 HOURS DURING SECURITIES TRADING HOURS; SALES OF FIXED INSURANCE AND DBA NAME FOR SECURITIES/ADVISORY BUSINESS. 2. INSTACART; NOT INVESTMENT RELATED; GROCERY DELIVERY; 23310 S 202nd ST, QUEEN CREEK, AZ 85142; GROCERY DELIVERY; DELIVERER OF GROCERIES; START 8/2020; 12 HOURS PER MONTH; NONE OF WHICH ARE DURING SECURITIES TRADING HOURS; PERSONAL SHOPPER AND DELIVERER OF GROCERIES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-08 |
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